Capital A Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Capital A Wealth Management’s Portfolio DDLS Stock Details DDLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$30.7K	Buy	+927	New	+$34.5K	0.34%	98
2025 Q1	–	Sell	-17	Closed	-$595	–	758
2024 Q4	$595	Buy	+17	New	+$597	﹤0.01%	635

Other funds holding DDLS

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Capital A Wealth Management's DDLS Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2025: 927 shares worth $30.7K. The stake represents 0.34% of the portfolio and ranks #98 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in DDLS as recently as Q4 2024.

Capital A Wealth Management first reported a position in DDLS in Q4 2024 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q2 2025.

Capital A Wealth Management held 927 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $30.7K as of Q2 2025.
WisdomTree Dynamic International SmallCap Equity Fund was a new Capital A Wealth Management position in Q2 2025.
WisdomTree Dynamic International SmallCap Equity Fund made up 0.34% of Capital A Wealth Management's portfolio in Q2 2025, its #98 holding.
Capital A Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2024 and has held it in 2 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.